Account Type**** ********Account Owner****** *******Account Opps/Deals*** ******Closed Won • Feb 25***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Hunter Financial Services LlcWealth AdvisorApr 15 - PresentCharles SchwabVice President - Financial ConsultantAug 12- Apr 15Schwab Advisor ServicesClient Service SpecialistMay 11- Aug 12
Jonathan BeilfussAssistant ControllerView Profile, Jonathan BeilfussJamie BuckleyFinance DirectorView Profile, Jamie BuckleyClaudia EkelmansProject ControllerView Profile, Claudia Ekelmans